Work With People You Trust
Need A One-Liner Related to Retirement Planning
You spend years saving money for retirement, but that’s only half the equation when it comes to your future financial security. How you position your assets in order to take retirement income plays an equally important role. Especially when you consider that:
We are living longer. According to the U.S. Census Bureau, people over age 85 are the most rapidly growing age group.
If the current inflation rate continues, a retiree today would need almost twice as much income in 20 years to maintain their current standard of living.
The future of Social Security, and its guarantee of lifetime income, is uncertain.
Insight from the Experts
Featured Blog & News
Retirement Insight brought to you by the Summit Financial team.
Understanding Biden’s Proposed Budget and Tax Plan: Impact on Deficit and Ultra-Wealthy
The proposed budget could decrease the nation’s deficit by $3 trillion within the next...
Understanding Behavioral Finance: How Emotions Affect Investment Decisions
Behavioral Finance is the textbook term used when discussing human psychology as it...
Understanding the Economic Cycle: Recession vs. Depression
A Recession or Depression occurs when the economy declines either a substantial amount...
Summit Financial Consulting -
Working With People You Trust.
43409 Schoenherr Road
Sterling Heights, MI 48313
The Fine Print
Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting, LLC. Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.